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Portfolio (Quarterly) Guide ↗

INCEPTIONR LLC

· CIK 0001821561
13F Portfolio $407M AUM 628 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 343 New 120 Added 163 Reduced 332 Exited
Page 9 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 MHK MOHAWK INDS INC Consumer Cyclical 4,735 $466K 0.11% SOLD
162 NHC NATIONAL HEALTHCARE CORP Healthcare 2,911 $465K 0.11% SOLD
163 HUBB HUBBELL INC Industrials 938 $460K 0.11% SOLD
164 TNC TENNANT CO Industrials 6,871 $456K 0.11% SOLD
165 LAUR LAUREATE ED INC Consumer Defensive 12,794 $446K 0.11% SOLD
166 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,514 $439K 0.11% SOLD
167 GFS GLOBALFOUNDRIES INC Technology 9,864 $439K 0.11% SOLD
168 INTERNATIONAL BANCSHARES COR 6,508 $438K 0.10% SOLD
169 MGEE MGE ENERGY INC Utilities 5,614 $434K 0.10% SOLD
170 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 7,300 $433K 0.10% SOLD
171 GTY GETTY RLTY CORP NEW Real Estate 13,520 $430K 0.10% SOLD
172 OXY OCCIDENTAL PETE CORP Energy 6,582 $428K 0.10% SOLD
173 VNO VORNADO RLTY TR Real Estate 16,171 $420K 0.10% SOLD
174 TRUP TRUPANION INC Financial Services 16,232 $416K 0.10% SOLD
175 DISC MEDICINE INC 6,489 $415K 0.10% SOLD
176 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 23,533 $415K 0.10% SOLD
177 TECH BIO-TECHNE CORP Healthcare 7,832 $409K 0.10% SOLD
178 LVS LAS VEGAS SANDS CORP Consumer Cyclical 7,542 $406K 0.10% SOLD
179 LFUS LITTELFUSE INC Technology 1,189 $403K 0.10% SOLD
180 HLI HOULIHAN LOKEY INC Financial Services 2,778 $399K 0.10% SOLD
Page 9 of 17  ·  332 positions
Sector Allocation
Financial Services 18.2%
Industrials 17.1%
Technology 14.0%
Healthcare 12.0%
Consumer Cyclical 10.7%
Real Estate 6.8%
Consumer Defensive 5.6%
Energy 5.2%
Utilities 4.4%
Basic Materials 3.7%